Tax Planning

Retirement Planning

A Comprehensive retirement plan should include a complete review of your retirement plans and beneficiary designations in order to determine if tax saving opportunities are maximized. We can help you choose and set up any retirement plan to optimize your tax saving potential. Some Retirement plans can help you defer hundreds of thousands of dollars in income.

Defined Benefit Plan

Can contribute 100% of average compensation for highest 3 consecutive years or $210,000.